Filed May 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER TRUST COMPANY OF ILLINOIS Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD SUITE 1000 · DOWNERS GROVE, IL 60515 | Bank Trustee | $47,578 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,994 | $61,058-49.2% | $71,209-56.5% | $85,563-63.8% |
| Participation rate | 90.3% | 58.6%+31.7pp | 73.8%+16.5pp | 66.0%+24.3pp |
| Annual return | 16.82% | 100.41%-83.6pp | 282.51%-265.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,673 | $2,199-23.9% | $2,721-38.5% | $2,654-36.9% |
| Participant deferral / active EE | $2,095 | $3,173-34.0% | $4,175-49.8% | $4,375-52.1% |
| Admin fee / account holder | $69 | $855-92.0% | $5,349-98.7% | $834-91.8% |